ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,755 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.51 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28 | -6.7% | 113 | 0.0% | 0.02% | +12.5% |
| Q2 2023 | $30 | +7.1% | 113 | 0.0% | 0.02% | +6.7% |
| Q1 2023 | $28 | +3.7% | 113 | 0.0% | 0.02% | -6.2% |
| Q4 2022 | $27 | -99.9% | 113 | -7.4% | 0.02% | -27.3% |
| Q3 2022 | $27,000 | -3.6% | 122 | 0.0% | 0.02% | +10.0% |
| Q2 2022 | $28,000 | -15.2% | 122 | 0.0% | 0.02% | +11.1% |
| Q1 2022 | $33,000 | -5.7% | 122 | 0.0% | 0.02% | +20.0% |
| Q4 2021 | $35,000 | -10.3% | 122 | -17.0% | 0.02% | 0.0% |
| Q3 2021 | $39,000 | -2.5% | 147 | 0.0% | 0.02% | -11.8% |
| Q2 2021 | $40,000 | +5.3% | 147 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $38,000 | +11.8% | 147 | 0.0% | 0.02% | +21.4% |
| Q4 2020 | $34,000 | +25.9% | 147 | 0.0% | 0.01% | -6.7% |
| Q3 2020 | $27,000 | – | 147 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 800,218 | $142,295,000 | 58.78% |
| Leonard Rickey Investment Advisors P.L.L.C. | 243,400 | $43,281,000 | 28.17% |
| HBC Financial Services, PLLC | 158,955 | $29,111,000 | 26.14% |
| LVZ, Inc. | 492,760 | $87,623,000 | 19.62% |
| FFT WEALTH MANAGEMENT LLC | 364,583 | $64,830,000 | 19.50% |
| Affiance Financial, LLC | 183,510 | $32,632,000 | 17.74% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,588 | $55,584,000 | 17.53% |
| Millburn Ridgefield Corp | 1,450,610 | $257,947,000 | 17.12% |
| New England Professional Planning Group Inc. | 109,770 | $21,337,000 | 16.48% |
| TRUEFG, LLC | 117,752 | $20,939,000 | 15.80% |